AI Prompt Widget

What is the AI Prompt Widget and what is it for?

The AI Prompt Widget is a special type of widget that uses artificial intelligence to analyze data and generate narrative insights within your Custom Dashboards. It transforms numerical information into clear and objective interpretations, facilitating the understanding of trends and patterns. With the AI Prompt Widget, you can ask specific questions about your data and receive intelligent answers based on the filters applied.

AI Prompt Widget Features

• Intelligent analysis: The AI interprets the selected data and generates relevant insights based on the filters applied;

• Personalized responses: Answers specific questions based on your filters;

• Automatic updates: The answer is updated whenever the filters or dashboard data changes;

• Context comparison: Allows you to compare two different scenarios;

• Integration with visualizations: Works best when combined with other widgets.

Comparison Functionality

The AI Prompt Widget allows you to compare two different contexts:

• Context 1: For example, "Current period" (last 3 months);

• Context 2: For example, "Previous period" (previous 3 months);

• Prompt: "Compare customer satisfaction between the current period and the previous period".

The AI will reference each context by the name given and provide a comparative analysis.

How to use it

1

Access your Custom Dashboard

Create or edit an existing dashboard in Birdie

2

Add a new widget

Choose the "Prompt" option in "Widget Type"

3

Configure the prompt

• Write a clear and objective question that guides the AI in the analysis;

• Apply the desired filters to define the scope of the analysis;

• (Optional) Activate comparison between two contexts with distinct names.

4

Save the widget

The answer will be generated immediately and updated automatically.

Example

Scenario: Analyze feedback about credit cards in the last quarter.

Configured prompt: "What are the main problems reported by customers about credit cards and how do they impact satisfaction?"

Filters applied:

• Period: Last 3 months;

• Product: Credit cards;

• Feedback type: Complaints and suggestions.

Expected result: A narrative analysis highlighting the most frequent problems, their impact on customer experience, and possible recommended actions.

Best Practices

• Be clear and objective in the prompt: Direct questions tend to generate more actionable responses;

• Use filters carefully: The AI analyzes only the filtered sample, so use filters without losing the necessary context for good interpretation;

• Use explicit names in comparative contexts: The AI needs to know how to refer to each one to organize the response;

• Integrate with other visualizations: The Prompt Widget gains value when analyzed alongside quantitative data, helping transform numbers into actionable narratives;

• Update only when necessary: Since prompts are persistent and dynamic, simply configure them once and adjust only when the context changes.

Common Questions

• Does the AI Prompt Widget work with any type of filter? Yes, it analyzes the data based on the filters you apply.

• Can I have multiple AI Prompt Widgets in the same dashboard? Yes, you can add as many as you need, each with specific questions.